Portfolio Management Services (PMS) are specialized advisory services offered to high-net-worth individuals and institutions that seek personalized investment strategies. These services involve the professional management of various securities (stocks, mutual funds, ETFs, etc.) and assets to meet investment goals. At Xylem Investments, we offer a single, well-researched investment strategy “Maverick” that is applied across all our clients' portfolios and has generated a CAGR of ___as of Nov 2024.

PMS works by assigning a dedicated portfolio manager to your investments, who manages your portfolio based on a defined well-researched strategy. The portfolio manager actively monitors the portfolio, making strategic decisions on asset allocation to maximise returns and mitigate risk.

PMS is available to high-net-worth individuals (HNIs), family offices, and institutions looking for a professional approach to wealth management. Xylem's strategy is designed to cater to a wide range of investors with varying financial goals.

Portfolio Management Services should be considered for your investments if you are looking for long-term intergenerational wealth creation with the help of professional expertise to maximise returns and minimise risks. PMS services in India have become increasingly popular, catering to various types of investors, from high-net-worth individuals to institutions. They often come with a variety of asset classes and investment vehicles, giving you a diversified portfolio tailored to your specific risk tolerance and financial goals.

Currently we only offer Discretionary PMS services, with a minimum investment limit of INR 50 Lakhs as per SEBI regulations

As per current SEBI norms, each individual investor needs to make a minimum investment of INR 50 lakhs in a PMS.

Portfolio Management Services charges vary from fund to fund but generally include management fees, performance fees and other admin charges which are either a percentage of assets being managed or a fixed fee. It is important to consider all fees and charges and ensure they are competitive before making an investment. Xylem charges performance fees based on the high-water mark principle with a reasonable hurdle rate to ensure fairness to clients.

Yes! Clients have access to real-time portfolio tracking through our secure online portal. You can monitor the performance of your portfolio, review reports, and stay updated on your investments anytime.

Yes, you can withdraw your investments subject to the terms and conditions of your agreement. We advise discussing your withdrawal plans with your portfolio manager to understand any potential impact on your portfolio’s strategy.

As with any investment, PMS carries risks that depend on market conditions and the assets in your portfolio. The strategy used by Xylem Investments is diversified, but equity investments, in particular, may be subject to higher volatility. We encourage you to discuss risk tolerance with our team before investing.

Addressing the above-mentioned risks requires robust risk management strategies in portfolio management, which involves identifying, assessing, and mitigating risks. This is where the expertise of top portfolio management companies in India or a dedicated PMS company in India can be invaluable. At Xylem we adopt the following strategies to manage risk effectively: Diversification: Portfolios are diversified across various sectors, industries, and asset types to mitigate risks associated with market downturns or sector-specific shocks Asset Allocation: Portfolio is distributed strategically amongst various asset classes like equities, fixed income, cash to optimize the risk and returns based on market conditions and investor’s risk tolerance Stop-Loss Strategies: Setting pre-determined threshold to sell off the investment to avoid significant losses in case a particular investment’s price falls significantly. This avoids any major loss. Liquidity Management: Ensuring that the portfolio maintains sufficient liquidity to meet investor redemptions and unexpected market Stress Testing: Stress testing involves simulating various extreme market conditions to assess how the portfolio would perform during a crisis. We regularly conduct stress tests on portfolios, considering scenarios like market crashes, economic recessions, and interest rate hikes, to ensure the portfolio is resilient under adverse conditions. By utilizing these comprehensive risk management strategies, Xylem Investments aims to protect your capital, mitigate risks, and maximize returns over the long term. These strategies are consistently reviewed and adjusted to ensure your portfolio is positioned for success, regardless of market conditions.

To get started, simply fill out the inquiry form on our website or reach out to our customer service team(contact@xyleminvestment.com). We will guide you through the process and explain how our investment strategy can meet your financial goals.

The PMS platform permits investments by all Indian nationals, resident or otherwise. In order to invest through the PMS scheme, NRIs will have to open a PIS account.